V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.82B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$12.7M
3
+$11M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$8.84M
5
CB icon
Chubb
CB
+$7.05M

Top Sells

1
+$14.2M
2
+$12.8M
3
+$5.54M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$5.29M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$4.29M

Sector Composition

1 Energy 4.67%
2 Financials 4.27%
3 Healthcare 4.02%
4 Consumer Staples 3.95%
5 Technology 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$320K 0.01%
10,399
-535
552
$320K 0.01%
+6,550
553
$319K 0.01%
4,019
-4,152
554
$318K 0.01%
6,893
+134
555
$318K 0.01%
+7,541
556
$316K 0.01%
34,599
+204
557
$313K 0.01%
3,992
+18
558
$312K 0.01%
11,812
-510
559
$311K 0.01%
5,593
+646
560
$310K 0.01%
9,160
+2,842
561
$309K 0.01%
10,165
-4,657
562
$309K 0.01%
5,166
563
$307K 0.01%
9,611
+27
564
$304K 0.01%
10,469
-1,247
565
$304K 0.01%
5,152
+924
566
$303K 0.01%
13,335
+1,288
567
$302K 0.01%
13,416
+1,245
568
$301K 0.01%
7,088
+55
569
$301K 0.01%
10,126
570
$299K 0.01%
12,131
571
$299K 0.01%
4,498
-76
572
$298K 0.01%
21,609
-21,755
573
$298K 0.01%
10,995
574
$297K 0.01%
+16,069
575
$296K 0.01%
10,679
+2,679
21 22
23
24 25